Power and resilience: The investment opportunity
Tue Feb 03 2026
Host Thomas Mucha and Global Industry Analyst Saul Rubin unpack the relationship between geopolitics and energy and industrial infrastructure investment.
3:05 – Adopting a geopolitical perspective
5:50 – China, the “greatest disrupter to the legacy world order”
11:15 – Strategic sectors and industries
15:25 – Investing in the energy transition
20:10 – Electrification of transportation
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Host Thomas Mucha and Global Industry Analyst Saul Rubin unpack the relationship between geopolitics and energy and industrial infrastructure investment. 3:05 – Adopting a geopolitical perspective 5:50 – China, the “greatest disrupter to the legacy world order” 11:15 – Strategic sectors and industries 15:25 – Investing in the energy transition 20:10 – Electrification of transportation Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.